With law offices in Phoenixville and West Chester, we help our Pennsylvania clients, including many high-net-worth families and individuals, with estate planning, trust, probate, and related legal issues.

Specifically, our practice areas include estate planning, inheritance and business succession planning, and related legal matters, family estate, and inheritance disputes, asset protection planning, wills and trusts, executor and trustee assistance, estate dispute resolution, special needs, and elder law planning to protect assets from nursing home costs.

Essential Estate Planning - Wills, Trusts, and Probate

We provide you with the information that you will need to be an informed consumer of legal services related to estate planning, wills, trusts, and related documents that make up a well-constructed estate plan.  

Special Needs Trust Planning

When a person leaves an inheritance to or creates a trust for a loved one with a disability or special need, those funds may disqualify that loved one from valuable and sometimes irreplaceable benefits. So how do you protect a loved one and his/her benefits? The key is special needs or supplemental need trust.

The purpose of a “Special Need” or “Supplemental Needs” Trust is to allow a disabled beneficiary to receive funds and still be qualified to receive government health and disability benefits such as Medicaid and Social Security Disability.

Estate and Trust Administration

In this practice section, we provide you with the information that you will need to be an informed consumer of legal services related to estate planning, wills, trusts, and related documents that make up a well-constructed estate plan.  

Estate and Inheritance Tax Planning

Excessive estate and inheritance tax can significantly deplete the amount of money left to your heirs. There are many strategies available that will help reduce the tax liability of your beneficiaries.  can assist you with estate administration and inheritance tax planning.

Wills, Trusts and Probate

A legal will is designed to let your intentions be known and usually includes the entire estate. To avoid potential disputes among beneficiaries, a will should be carefully drafted by a Pennsylvania wills attorney. A trust is also an essential estate planning tool that will detail how the estate will be distributed. Using a trust, you can decide which beneficiaries are to receive certain assets and how these assets will be given. We assist clients with their wills and trusts and prepare these documents based on each individual circumstance.

Protecting Heirs from Divorce and Litigation

Protecting children and grandchildren from possible divorce litigation, judgments, and other claims is usually a top priority for clients. There are strategies and legal techniques available that can protect an inheritance. Contact our office if you would like a consultation on the best ways to protect your heirs or if you are expecting an inheritance.

Asset Protection for You and Your Heirs

Your business and assets can be at risk if you do not have a Pennsylvania asset protection plan in place. 

We work with individuals who are looking for sophisticated asset protection in Chester County, Montgomery County, and Southeastern Pennsylvania. We limit our practice to Pennsylvania asset protection, estate planning, estate administration, representing executors, tax planning, wills, and trusts. Contact our office today at (610) 933-8069 for legal advice regarding your situation.

Business Exit Planning & Succession

Do You Want To Know The Strategies and Practices That Make The Difference when You're Preparing For An Exit, Business Sale or Retirement?

Elder Law Solutions

We now have a new practice section of the firm specifically designed and created for families and individuals facing nursing home care, elder abuse or neglect cases, and estate planning for the elderly.


Executor, Trustees and Probate

Executors and trustees face an immense responsibility. Probate, trusts, and estate administration can be complex. We have experienced Pennsylvania probate attorneys who can help ensure that an estate is properly distributed.


Mediation For Estates and Trusts

We offer mediation and alternative dispute resolution for Executors, Trustees, and Beneficiaries interested in quickly, fairly, and economically resolving disputes over wills, trusts, and estates.

Our attorneys have many years of experience in estate and trust administration and in resolving the problems and competing claims of executors, trustees, and beneficiaries.

Mediation can often save family relationships, time, and considerable expense associated with the litigating family will disputes.

Local News and Information

Visit this area for news, listings, links and information about our five county area.  These news stories, alerts and press releases can help you to find and enjoy everything from local events and restaurants to safety news and information.  And, if you or your organization have a news story or press release that might be of interest to our readers, please send your release to: [email protected] and be sure to include relevant dates, phone numbers, and links and contact information.

Selected stories and news releases are published to help our clients, friends and members of the UTBF family living in and around the Main Line, Philadelphia and in Chester County, Montgomery County, Delaware County, and in Berks, Bucks and Lancaster Counties.

You can also reach our Client Relations Manager at 610-933-8069.